Portal - Guides, Videos and Tutorials

Here you will find Guides, Tutorials, FAQs and Troubleshooting Articles for our Brand New Portal

Emily avatar Linda Vazquez avatar Gabriel Ionita avatar
86 articles in this collection
Written by Emily, Linda Vazquez, and Gabriel Ionita

Subscribing using a discount code

Subscribing using a discount code after the 14 day trial has ended.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Approve/Reject an Action Plan Workflow

Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to annotate a photo while performing an inspection.

Attach and annotate an image while performing an inspection.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to approve an Audit Workflow

Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to delete or change a section/sub-section in Form Builder.

Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

Action Plan Activity Report

Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Make a Payment

How to make a monthly/yearly payment for one or multiple user licenses.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to add or change scoring to a question(s) in form builder

How to add or change the scoring of a question in form builder
Linda Vazquez avatar
Written by Linda Vazquez
Updated today

Daily/Weekly/Monthly Reports

Schedule Daily/Weekly/Monthly reports to be emailed.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

Cover Page on Reports

Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Access GoAudits via the Web App

This article helps you understand how to access the GoAudits web app on a desktop and the features available within the app.
Gabriel Ionita avatar
Written by Gabriel Ionita
Updated over a week ago

Two Factor Authentication (2FA) Feature

Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

What is Approval Required and Default Assignee in Manage Action Plan Assignee

This article will explain the purpose of both features
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Create a Form/Checklist from Scratch

How to create a form/checklist using your own questions and personalized responses.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Resend Email for Action Plans

This article helps you understand how to resend emails to action plan assignees.
Gabriel Ionita avatar
Written by Gabriel Ionita
Updated over a week ago

What is Auto-Fail?

This article helps you understand the auto-fail feature, how you can set it up, and how to find auto-fail reports in your portal.
Gabriel Ionita avatar
Written by Gabriel Ionita
Updated over a week ago

How to change an audit from Completed to In-Progress or Rejected

This article helps you change an audit's status from Completed to In-progress or Rejected.
Gabriel Ionita avatar
Written by Gabriel Ionita
Updated over a week ago

Action Plan Settings

Action Plan settings allows you to define the priority level of the action plans as it will appear when assigning an action plan task.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to import the folder to the app once changes have been made

This article helps you import all the latest changes you made on the admin portal to your mobile device.
Gabriel Ionita avatar
Written by Gabriel Ionita
Updated over a week ago

How to enable the Action Plan on a Form/Checklist

This article helps you enable the action plan on a form/checklist.
Gabriel Ionita avatar
Written by Gabriel Ionita
Updated over a week ago

How to add additional new user licenses & make payment?

This article helps you add additional licensed users to your GoAudits account and add their details and access rights.
Gabriel Ionita avatar
Written by Gabriel Ionita
Updated over a week ago

How to Add Section Help in Form Builder in the Admin Portal

This article helps you add section help text to a checklist in GoAudits Form Builder.
Gabriel Ionita avatar
Written by Gabriel Ionita
Updated over a week ago

How to create an action plan during an inspection

This article helps you understand how to create an action plan and where you can find it later.
Gabriel Ionita avatar
Written by Gabriel Ionita
Updated over a week ago

How to Add an Action Plan Assignee

Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

Broadcast

Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to install the GoAudits app on mobile devices

How to install the app on mobile devices
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

Voice to Text

This article helps you understand how to use the Voice-to-Text feature on mobile devices.
Gabriel Ionita avatar
Written by Gabriel Ionita
Updated over a week ago

How to Update the Pass/Fail Percentage of an Audit

Update the Pass/Fail Percentage of an audit by score type, min value, max value, grade color and grade text
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Delete/Archive a User?

This article helps you delete/archive or restore a user in the admin portal.
Gabriel Ionita avatar
Written by Gabriel Ionita
Updated over a week ago

How to Edit Questions in a Form/Checklist

This article helps you edit questions/answers in a form/checklist that has already been used to perform an inspection and generate a report.
Gabriel Ionita avatar
Written by Gabriel Ionita
Updated over a week ago

How to Carry Out Action Plans as an Assignee

How to carry out action plans as an assignee and how to change the status of an action item.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Edit a Location

This article helps you change location name, code, address, distribution group, time zone, email, and tags on a previously created location.
Gabriel Ionita avatar
Written by Gabriel Ionita
Updated over a week ago

How to Add a Company Logo

This article explains how to add a company logo in the admin portal.
Gabriel Ionita avatar
Written by Gabriel Ionita
Updated over a week ago

Giving Basic Permissions to Users

This article talks about the various basic permissions you can give to GoAudits users.
Gabriel Ionita avatar
Written by Gabriel Ionita
Updated over a week ago

How to Edit a Form/Checklist

This article helps you edit form details like name, short name, the person in charge, signature in-app, template logo, etc.
Gabriel Ionita avatar
Written by Gabriel Ionita
Updated over a week ago

About Email Template

This help article talks about the Email Template section and how to send a checklist report to an email address
Gabriel Ionita avatar
Written by Gabriel Ionita
Updated over a week ago

About Report Tags

This article helps you understand report tags, how to create and assign them to questions.
Gabriel Ionita avatar
Written by Gabriel Ionita
Updated over a week ago

Advanced Permissions & Role

This article helps you customize permissions, assign them to a specific role or a user, manage permissions, view permissions, etc.
Gabriel Ionita avatar
Written by Gabriel Ionita
Updated over a week ago

About Custom Fields

This article explains what custom fields are and how to create and use them.
Gabriel Ionita avatar
Written by Gabriel Ionita
Updated over a week ago

How to Change the Answer Colour

How to change the answer colour from black to another colour
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Change the Question Colour

How to change a question to a different colour
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Add/Edit Score Range

This article helps you add or edit the score range in a specific checklist.
Gabriel Ionita avatar
Written by Gabriel Ionita
Updated over a week ago

About Image Gallery

This article helps you understand the 'Image Gallery' section and how you can manage the images captured from all the audits.
Gabriel Ionita avatar
Written by Gabriel Ionita
Updated over a week ago

About Locations

This article helps you understand the 'Locations' section in the GoAudits admin portal. You can manage the locations you've created here.
Gabriel Ionita avatar
Written by Gabriel Ionita
Updated over a week ago

About Forms/Checklists

This article explains the Forms/Checklists section in the admin portal. You can create, edit, clone, or delete audit forms.
Gabriel Ionita avatar
Written by Gabriel Ionita
Updated over a week ago

How to Create a Question

How to create a question, customize the answer, select response style and add response type on an audit/checklist/questionnaire.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to add a location and edit an existing location

This article helps you add or edit location details like name, code, address, distribution group, time zone, email, tags, etc.
Gabriel Ionita avatar
Written by Gabriel Ionita
Updated over a week ago

About Mandatory Fields (Comments, Photo)

How to require a mandatory photo or comment for a specific question on a checklist/audit
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

About Question Help

The purpose of the Question Help feature and how to add helpful information to assist those performing the audit.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

Brief Description of Basic Fields and Response Types Available

What is Basic Fields and a description of the Response Types
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Edit a Response Type to a Question in a Form/Checklist

This article helps you edit a response type like a button, date, text, list, number, etc. to an existing question in a checklist.
Gabriel Ionita avatar
Written by Gabriel Ionita
Updated over a week ago

How to Change Response Type or Answer Pattern to a Question

How to change the response type or Answer Pattern to a question.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Set the Scoring, inclusive of N/A answer option

How to set or change the scoring, inclusive of N/A answer option.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Create a New Form/Checklist from Scratch

Creating a questionnaire, start with a blank template, customize answer and score.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

About Manage Reports

This article explains the Manage Reports section in the admin portal. Here you can manage reports that are generated from your audits.
Gabriel Ionita avatar
Written by Gabriel Ionita
Updated over a week ago

How to Remove a Response

How to remove a response on an audit form/checklist
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Add/Edit a Picture to a Question (Preloaded photos)

How to Add/Edit a picture to a question during form builder setup.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How does an Action Plan Assignee receive the tasks?

This article shows you how an action plan assignee receives and closes tasks.
Gabriel Ionita avatar
Written by Gabriel Ionita
Updated over a week ago
Guides and Tutorials

Important Links

Important links to GoAudits portals.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to find the template library

Finding the template library, how to use templates
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Remove Templates

Quick guide on how to remove templates.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

Extra Signature(s)

How to add more signatures, extra signatures.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

Workflow Setup and How to enable Approval Workflow

Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Delete/Archive a Company/Department

Quick guide on how to delete/archive a company you no longer require
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Restore a Deleted/Archived Company/Department

Quick guide on how to restore previous companies that were deleted.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Create Conditional Questions?

This article helps you understand what is a conditional question and how to add a conditional question to a form/checklist.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Edit a Company or Department

Quick guide on how to edit the details of your company or departments already setup
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

Changing the Answer Pattern for Questions that have been Used in Reports

How to Change the Answer Pattern for Questions that have been Used in Reports
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Delete a Location

Quick guide on how to delete a location you may no longer need.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Clone a Form/Checklist?

This article will explain how to Clone/Duplicate a Form/Checklist.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Restore a Location

A quick guide on how to restore a location you previously deleted/archived.
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Find or View a Company

Quick guide on how to find or view a company
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago

How to Add a Response

How to Add a Response type and change the color of the response
Linda Vazquez avatar
Written by Linda Vazquez
Updated over a week ago